Integrated Wealth Concepts LLC Has $9.39 Million Holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Integrated Wealth Concepts LLC grew its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 5.2% in the third quarter, Holdings Channel reports. The fund owned 193,353 shares of the company’s stock after acquiring an additional 9,500 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Dimensional National Municipal Bond ETF were worth $9,385,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Truepoint Inc. grew its holdings in Dimensional National Municipal Bond ETF by 0.8% during the 3rd quarter. Truepoint Inc. now owns 2,611,150 shares of the company’s stock worth $126,745,000 after acquiring an additional 20,203 shares during the last quarter. Beaird Harris Wealth Management LLC increased its holdings in Dimensional National Municipal Bond ETF by 0.8% in the second quarter. Beaird Harris Wealth Management LLC now owns 847,601 shares of the company’s stock valued at $40,490,000 after purchasing an additional 6,410 shares during the period. MBL Wealth LLC raised its position in Dimensional National Municipal Bond ETF by 1.3% during the 2nd quarter. MBL Wealth LLC now owns 698,473 shares of the company’s stock worth $33,366,000 after purchasing an additional 8,735 shares during the last quarter. Rather & Kittrell Inc. lifted its holdings in Dimensional National Municipal Bond ETF by 8.9% during the 3rd quarter. Rather & Kittrell Inc. now owns 632,168 shares of the company’s stock worth $30,685,000 after buying an additional 51,929 shares during the period. Finally, Commonwealth Equity Services LLC grew its position in shares of Dimensional National Municipal Bond ETF by 3.0% in the 2nd quarter. Commonwealth Equity Services LLC now owns 601,798 shares of the company’s stock valued at $28,748,000 after buying an additional 17,439 shares during the last quarter.

Dimensional National Municipal Bond ETF Price Performance

Shares of DFNM stock opened at $48.37 on Wednesday. The stock has a 50-day moving average of $48.19 and a 200-day moving average of $48.09. Dimensional National Municipal Bond ETF has a 1-year low of $47.40 and a 1-year high of $48.67.

Dimensional National Municipal Bond ETF Profile

The Dimensional National Municipal Bond ETF (DFNM) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed ETF that provides exposure to intermediate-term, investment-grade municipal bonds that are exempt from federal income tax. DFNM was launched on Dec 15, 2021 and is managed by Dimensional.